Roles & Key Terms
This person is the shop leader or manager responsible for adding team members, setting training time, and holding the team accountable.
What is a Seat Manager
Weekly group calls happen on this schedule every week so advisors can count on them.
What is the same day and same time every week?
Every standard Sales Fix account automatically comes with this many user seats included.
What is 5 seats?
To unlock the full homepage upon logging in for the first time, a Seat Manager must watch this 1-minute video.
What is the Seat Manager Welcome video?
This popular program allows advisors to submit recorded shop phone calls to get expert feedback and coaching.
What is Fix My Call?
This front-of-house team member takes the Sales Fix training, interacts directly with customers, and works to improve sales and service
What is a Service Advisor?
Where on the homepage can you find live group sessions, webinars, and strategy calls listed.
What is Upcoming Live Training?
This is the monthly cost for each additional seat beyond the standard 5 seats.
What is $107 per month?
To unlock the "Advisor Progress" button on the Quick Start Menu, Seat Managers must watch this specific video lesson.
What is "Your Dashboard & Viewing Your Team"?
How many phone calls can an advisor upload each month to "Fix My Call" for review.
What is 3 calls per month?
This type of Seat Manager account is added to help hold the team accountable, but cannot take Level 1 or Level 2 Certification tests on its own.
What is a Secondary Seat Manager?
How much time per day do we recommend Seat Managers set aside for advisors to watch 1–2 videos.
What is 30 minutes a day?
Shops get a special deal on seat expansion because every this many seats is complimentary (free).
What is every 10th seat?
All live training session times on the Sales Fix site are displayed in this specific time zone.
What is Central Daylight Time (CDT)?
Where are the monthly updated Level 1 and Level 2 Certification passwords located?
What is inside the Seat Manager Course?
If a Seat Manager also wants to take the Advisor Certification exams themselves, they need this specific type of account set up.
What is a Hybrid Account?
Which feature gives advisors access to pre-written word-for-word talking points and communication tools.
What is the Script Bank?
On average, advisors following the full Path to Certification see this percentage boost in their Close Ratio.
What is a 15% increase?
Where in the left-hand menu do Seat Managers go to see their team's test scores and progress?
What is Courses → Gradebook?
Where are the monthly updated Level 1 and Level 2 Certification passwords located?
What is inside the Seat Manager Course?
This feature allows a team member to schedule a 1-on-1 call with an expert for personalized help with sales-related questions.
What is Call a Trainer?
Name two of the four ways a shop can reach out to Customer Support for help.
What are the Support Button, Email (support@salesfix.com), Text, or Phone/Customer Service Line?
Shops that complete the full Path to Certification see an average monthly revenue increase of this amount.
What is $25,000 per month?
To add or remove advisors from a shop's account, Seat Managers click this button on their homepage.
What is Invite/Remove Your Advisors?
Level 1 Certification tests an advisor's knowledge, while Level 2 Certification measures this.
What is execution (or demonstrating skills in action)?